Greetings Bitcoiner,

Welcome to Issue #373 of Bitcoin Breakdown, where every Tuesday and Thursday, we bring you the latest must-read Bitcoin thought leadership articles and the newest tools and projects you should know about.

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Now for today’s Top Stories:

• 🏠 Real Estate Giant Opendoor To Accept BTC?

• 🛒 MoneyBadger Unlocks Bitcoin Payments at 650K More South African Merchants

• 🏇 Legendary Trader Eyes Bitcoin as Market Reaches '1999 Bubble' Territory

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Oct 7, 2025

TODAY’S TOP STORIES

🏠 Real Estate Giant Opendoor To Accept BTC?

The CEO of Opendoor Technologies, the $6.22B real estate platform operating across 44 US markets, hinted on social media that they may soon accept BTC for home purchases, responding 'We will. Just need to prioritize it' to a user inquiry. The announcement sent the company's stock climbing to $8.38 as it positions to tap Bitcoin-wealthy buyers seeking to convert gains into real estate assets. This follows Christie's International launching a dedicated division and the Mexican firm Grupo Murano embracing Bitcoin treasury strategies. Cryptonews

🛒 MoneyBadger Unlocks Bitcoin Payments at 650K South African Merchants

MoneyBadger, a South African-based Bitcoin payments facilitator, just enabled Bitcoin payments at over 650,000 more merchant locations across South Africa through a partnership with Scan to Pay. The integration serves Lightning wallet holders as well as 7M users from Binance, Luno, and VALR exchanges, letting them pay instantly via QR codes without converting to fiat first. Merchants receive settlements in rand, while customers can spend their BTC Lightning holdings on groceries, fuel, and dining seamlessly. TechCentral

🏇 Legendary Trader Eyes Bitcoin as Market Reaches '1999 Bubble' Territory

Paul Tudor Jones, who made $100M shorting Black Monday in 1987, warns today's markets mirror the explosive final months of the 1999 dot-com bubble. The billionaire hedge fund manager recommends owning Bitcoin, gold, and Nasdaq as the 'fastest horses' while warning investors to jump off before the crash. Jones sees Bitcoin up 50-60% as part of an inflation trade, but warns the real danger lies in sovereign debt bubbles. The Street

POLL #373

PREVIOUS POLL RESULTS

OPINION & ANALYSIS

• Federal Reserve researchers Jillian Mascelli and Megan Rodden warn that quantum computers could decrypt Bitcoin's entire transaction history through 'harvest now, decrypt later' attacks, exposing private data already stored on the blockchain that post-quantum cryptography cannot retroactively protect (Oct 6 | 7 min read).

• Ure Utah, technical advisor to Nigeria's Minister of Innovation, argues in a piece for Cointelegraph that Africa must urgently regulate the Bitcoin and crypto market to harness its potential for financial sovereignty and growth while avoiding the risks of instability that could destabilize the continent's 1.55B inhabitants (Oct 6 | 4 min read).

• Kane McGukin, host of the 'Navigating Bitcoin's Noise' podcast, in an article on Bombthrower, argues that Bitcoin's current Core vs Knots technical battle mirrors the 1913 Federal Reserve creation, warning that both competing factions risk centralizing Bitcoin just as banking interests once centralized gold despite claims of decentralization (Oct 5 | 6 min read).

• SightBringer, a macro analyst, argues that the US is experiencing a global unit-of-account fracture where traditional assets appear to boom in USD terms but show stagnation in gold and catastrophic losses in bitcoin, signaling a currency regime shift similar to pre-hyperinflationary periods in history (Oct 4 | 2 min read).

• Villawolf, a Bitcoin educator, explains how Ashigaru wallet enables practical on-chain privacy through coin control, P2P coinjoins, and Tor integration while emphasizing proper UTXO management to separate KYC and private bitcoin stacks (Oct 2 | 4 min read).

• Sindura Saraswathi, a Bitcoin researcher and a PhD student at the University of Central Florida, analyzes optimal threshold signature schemes by modeling the trade-off between security against attackers and usability risks, proposing dynamic thresholds that adapt over time and demonstrating how Taproot enables sophisticated multisignature contracts for evolving Bitcoin security needs (Oct 2 | 8 min read).

• Fran of Hablemos de Bitcoin argues that stablecoins serve as a 'Trojan horse' toward hyperbitcoinization by introducing users to digital payments through familiar dollar-denominated tokens, which will eventually migrate to Bitcoin and Lightning Network infrastructure for superior efficiency and decentralization (Oct 2 | 7 min read).

• Sebastian of BitBox explains why the company offers a Bitcoin-only edition of their hardware wallet, highlighting how the stripped-down firmware reduces code by 25% and eliminates over 100,000 lines of dependencies for enhanced security compared to their Multi edition that supports shitcoins (Oct 2 | 5 min read).

• Matt Corallo, a Bitcoin developer at Spiral, argues that the Bitcoin community's shift toward centralized, trusted Lighting wallet solutions abandons bitcoin's core principles of decentralization and self-custody, warning that this trend leads inevitably to universal KYC requirements and eliminates bitcoin's censorship resistance (Oct 2 | 5 min read).

• Carel van Wyk, CEO and Co-Founder of MoneyBadger, argues that Bitcoin enthusiasts must spend their sats rather than just hoarding it to drive real adoption and fulfill Satoshi's vision of peer-to-peer electronic cash, warning that 'hodling' prevents Bitcoin from becoming widely accepted money (Oct 2 | 6 min read).

TOOLS & PROJECTS

• New on Geyser: Beer of Satoshi founder Altan creates the world's first craft beer with Bitcoin hidden under caps, brewed in Germany with Lightning wallet redemption to onboard newcomers.

• New on Geyser: Dwadzieścia Jeden launches an educational campaign to deliver 560 copies of 'The Bitcoin Standard' to Polish MPs and Senators, aiming to inform Bitcoin regulation debates and position Poland as a leader in the ecosystem.

• BIP 447, by ColbySerpa, proposes economic weight penalties for inscription spam and introduces prunable OP_RETURN via SegData system, enabling nodes to verify Bitcoin blockchain without downloading arbitrary data while quadrupling costs for complex transactions.

• Nuts Are Pure Signal, winner of the Lightning++ 2025 Hackathon, replaces Signal's MobileCoin sh!tcoin integration with a Bitcoin-only Cashu wallet using CDK bindings for Kotlin and Swift, creating Lightning-compatible payments while maintaining the original mobile interface design.

• Nikita Rjaško, a Bitcoin educator, creates a comprehensive GitHub repository cataloging Czech businesses accepting Bitcoin payments, featuring Lightning Network support, on-chain transactions, and Bitcoin-friendly services across books, electronics and fashion.

• Bitcoin Policy UK launches a new podcast featuring co-founders Susie Violet Ward and Freddie New discussing Bitcoin's regulatory future and economic opportunities for the UK.

• Glacier Wallet simplifies Bitcoin's timelock functionality, allowing users to send sats to future dates through an innovative web interface, mobile app, and Electrum plugin.

• Bitplebs Summit, a conference organized by Bitshaala and Plebs Together Strong, announces a pitch competition for Bitcoin, Nostr and FOSS projects hosted by Angor with a $1,000 prize and $500 runner-up award, featuring live presentations set to take place on October 29-31 in Goa, India.

• BLFS by Lightning noderunner Megalithic is an open-source Bitcoin Lightning payment integration for Shopify merchants, using Nostr Wallet Connect.

• AnchorWatch launches comprehensive Bitcoin Mining Property Insurance covering ASICs, containers, facilities, cooling systems, fire suppression, and power infrastructure to protect miners from catastrophic losses like fires, floods, and theft.

• Breez introduces 10 new integration partners for their SDK including AvatarTalk.ai, Bitnob, and SwapSo, featuring projects across diverse domains from AI billing to family bitcoin education.

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